We have a high level of technical and administrative expertise within the business. We also aim to provide a personal service to clients and, as a result, most new clients result from a recommendation from an existing client. Clients fall across a full range of backgrounds and areas of interest. However, it may be helpful to identify two core areas of our work via two brief case studies, namely Case Study One - Entrepreneur and Case Study Two - Retiring Couple.

 We asked a few clients to comment on our business:

"David: you have always provided us with a first class service. I have been involved with several Financial Advisers over the years and I am delighted to confirm that the service provided by Claire and you is by far the best we have ever received. We look forward to a long and mutually beneficial future with Finance Matters (NI) Ltd."

Mr Eamonn McCormack, Managing Director, McCormack Demolition

"We have employed Finance Matters (NI) Ltd over the last number of years to help us grow our business in a tax efficient manner. The service provided during that time has been prompt and efficient and the advice thorough."

Mrs Roberta Wilson & Mr John Wilson, Owners, Maud's Ice Cream, Larne.

"David has earned my complete trust.   He is always very meticulous and gives me astute advice, which has been consistently fruitful. I have every confidence in Finance Matters (NI) Ltd and indeed, I rely heavily upon their financial wisdom."

Ms Lynne Vance, Chief Executive, North Down Development Organisation Ltd., Bangor.